See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,684 | $48,795+135.0% | $65,493+75.1% | $84,808+35.2% |
| Participation rate | 51.1% | 67.0%-15.8pp | 73.1%-22.0pp | 68.3%-17.2pp |
| Annual return | 9.41% | 20.20%-10.8pp | 982.45%-973.0pp | 40.90%-31.5pp |
| Employer contribution / active EE | $3,899 | $1,930+102.1% | $2,574+51.5% | $2,631+48.2% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $25,634 | $3,877+561.2% | $5,028+409.8% | $7,344+249.1% |